Zimmer Biomet
650 hedge funds and large institutions have $12B invested in Zimmer Biomet in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 193 increasing their positions, 261 reducing their positions, and 39 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
29% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $41.5M
11% more capital invested
Capital invested by funds: $10.8B → $12B (+$1.18B)
2% more funds holding
Funds holding: 638 → 650 (+12)
0.39% less ownership
Funds ownership: 89.34% → 88.95% (-0.39%)
26% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 261
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$106M |
| 2 |
HM
HealthCor Management
New York
|
+$75M |
| 3 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$70.8M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$47.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$277M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.4M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$61.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$32.7M |
| 5 |
Renaissance Technologies
New York
|
-$24.4M |
ZBH Hedge Fund Activity: Q3 2013 in Review
650 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2013, worth a combined $12B — up 11% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ZBH positions and 39 closed out — a net gain of 18 holders — while 193 added to existing stakes and 261 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $106M. The largest seller was Longview Partners, cutting an estimated $277M.
- 650 institutional investors held Zimmer Biomet (ZBH) as of Q3 2013, up from 638 in Q2 2013.
- Funds reported $12B of Zimmer Biomet stock for Q3 2013, up 11% quarter-over-quarter.
- 57 funds opened new Zimmer Biomet positions in Q3 2013 and 39 closed out, a net change of +18 holders.
- The largest Zimmer Biomet buyer in Q3 2013 was Loomis, Sayles & Company, an estimated $106M added.
- The largest Zimmer Biomet seller in Q3 2013 was Longview Partners, an estimated $277M sold.
Based on aggregated 13F filings for Q3 2013.